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Microsoft Dynamics CRM + nozbe Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and nozbe

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About nozbe

Nozbe is an online to-do list style project management tool for your team.

nozbe Integrations

Best Microsoft Dynamics CRM and nozbe Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Evernote

    nozbe + Evernote

    Create Evernote notebooks on new Nozbe projects Read More...
    When this happens...
    Microsoft Dynamics CRM New Project
     
    Then do this...
    Evernote Create Notebook
    Are you just starting a new project? Save yourself some time by using this Nozbe Evernote connection to stay organised instead of creating handwritten notes for all of the linked tasks. Once you've set it up, any new project on Nozbe will automatically create a new Evernote notebook for you, providing the groundwork for all of your future work and research.
    How This Nozbe-Evernote Integration Works
    • A new project is added to Nozbe
    • Appy Pie Connect creates a new note on Evernote.
    What You Need
    • Nozbe account
    • Evernote account
  • Microsoft Dynamics CRM Evernote

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + nozbe in easier way

It's easy to connect Microsoft Dynamics CRM + nozbe without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task is created

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

How Microsoft Dynamics CRM & nozbe Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select nozbe as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate nozbe with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and nozbe

Microsoft Dynamics CRM is a business application software used for the support of customer relationship management including sales, marketing and service. It offers client relationship management, customer relationship management, sales force automation, marketing and sales force automation functionalities to its clients. Microsoft Dynamics CRM also offers leads management, contract management, opportunity management, case management, campaign management, deal management and resource management functionalities. Clients can use Microsoft Dynamics CRM for both small and large businesses.

The introduction of Microsoft Dynamics CRM was started in 2002. The first version of Microsoft Dynamics CRM was released in 2006. Since then it has been upgraded five times with an updated version each year. Microsoft Dynamics CRM is available in three versions. Microsoft Dynamics CRM on-premises version, hosted version and online version. The online version is available for the customers who have subscribed to the CRM Online.

nozbe is a free web-based task manager for personal or team productivity. It allows users to create tasks, appointments and notes while offering the functionality of time tracking and invoicing. nozbe also allows users to cplaborate on tasks with other users in real-time.

Integration of Microsoft Dynamics CRM and nozbe provides a better user experience by providing a seamless integration between these two platforms. The integration of these applications enhances the features of Microsoft Dynamics CRM. The integration of Microsoft Dynamics CRM and nozbe is beneficial as it decreases the time required for managing the data related to the business. The integration of Microsoft Dynamics CRM and nozbe allows business owners to view their nozbe tasks in Microsoft Dynamics CRM and vice versa. Integration of these applications enables users to add contacts from nozbe into the contact list of Microsoft Dynamics CRM and vice versa. Users can schedule their meetings with the help of integration of Microsoft Dynamics CRM and nozbe. Users can share their availability with other users with the help of integration of Microsoft Dynamics CRM and nozbe. Users can see all their activities such as calls, meetings, tasks, emails and appointments on their dashboard with the help of integration of Microsoft Dynamics CRM and nozbe. Integration of these applications enables users to view all their resources such as employees from nozbe in the resources module of Microsoft Dynamics CRM and vice versa. Integration of these applications enables users to send emails from Microsoft Dynamics CRM with the help of nozbeā€™s rich text editor.

The process to integrate Microsoft Dynamics CRM and nozbe may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.